October 14-16, 2018 | Wichita Marriott Hotel
Inspiring Thriving Communities
Inspiring Thriving Communities

Day 2 – October 15, 2018

8:30  Registration Opens

9:30–11:30  Monday Pre-Conference Retreats

Community Foundation Basics (Part 2)

Corporate Hills Ballroom

Speakers: Rosemary Dorsa & Terri Johnson

Track: Basics

Moderator: Rosemary Dorsa

*This session is supported by the Indiana Philanthropy Alliance.

Community foundations are unique and complex organizations and the task of orienting and training new staff and board members is a constant challenge. “Community Foundation Basics” is a fast-paced overview of all the major functions of a community foundation. Topics include:

  • History and purpose
  • Governance
  • Fund Management
  • Asset development
  • Grantmaking and Community Leadership
  • Finance and investments
  • Legal Issues
  • Operational sustainability
  • Lifecycles of community foundations

CEO Retreat: Importance of Culture in Community Foundations

Atrium Room

Speakers: Lisa Folscroft & Judy Johnson

Track: Governance

Moderator: Megan Barber Allende

*This session is supported by Kittleman & Associates

Applying the concepts presented in Sunday’s retreat, participants will discuss the culture of the foundation. With everything community foundation leaders have on their plates, it is hard to find time to think about the culture of the foundation. Beginning with an overview of the importance of culture and the tangible and intangible issues that impact culture, the session will offer participants the option to delve deeper into self-selected topics by area or community foundation size. Topical areas will include generational differences, #metoo, compensation and benefits packages.

Finance Retreat: Gifts of Complex Assets, What You Need to Know Before Accepting Them

Salon 1-2

Speaker: Paul Velaski

Track: Finance/Operations

Moderator: Holly Rooks 

Learn about the process of accepting complex assets including business interests, real estate, crypto currency and others. Know what the risks and rewards are for your community foundation of accepting and even possibly holding these assets.

Marketing Retreat: Stewarding Your Donor to Reach Your Goals and Prove It

Rooms DE

Speaker: Dawn Brown

Track: Communications/Marketing

Moderator: Dawn Brown

We all have lofty Asset Development Plans. We all have marketing/stewardship goals.  But, how can you use your marketing/stewardship activities as a tool to reach those all-important Asset Development Goals AND prove to your Board that the marketing line item in your budget was a great investment.  It’s not easy, but it can be done—if you plan your work and work your plan!

Board Retreat: The Secret of Creating Foundation Capacity

Rooms AC

Speaker: Lee Kuntz

Track: Governance

Moderator: Shirley Antes

As a community foundation board member, you may hear:

  • We would like to create that new program, but we don’t have the capacity.
  • We need more staff to accomplish our intended mission.
  • We need funding to buy a big new software system.

Some foundations think and act differently in these discussions. They have overcome these challenges to double their grantmaking capacity with existing resources. In this session, learn the secret of how to create foundation capacity. Learn how to help your foundation staff to think and act differently about needs and resources. Then, as part of a hands-on exercise, see these skills in action. 

Program Staff Retreat: Catalyzing Collective Impact

Room F

Speakers: Chris Thompson & Brian Frederick

Track: Program

Moderator: Kari Mailloux

Many communities are using the collective impact framework to address wicked, persistent problems ranging from improving public health outcomes to improving high school graduation rates. Community foundations are well-positioned to catalyze collective impact efforts. However, taking on this challenge comes with its own share of risks and rewards. Chris will use the experience of a small community foundation in Ohio to highlight the essential elements of collective impact and the promise and peril of foundations taking a leading role in helping communities organize such efforts.

11:30–12:00  Pre-Conference Networking at the Resources Hall

12:00–1:30  Opening Plenary Lunch

Grow II Celebration - Inspiring Thriving Communities

Plenary Ballroom A-F                                            

Speakers: Steve Coen, Chris Thompson

Moderator: Angie Tatro

*This plenary is supported by the Kansas Health Foundation and the Network for Good.            

The conference kicks off with a celebration of twenty years of support from the Kansas Health Foundation through the Giving Resources to Our World (GROW) Initiative. Steve Coen, President & CEO, Kansas Health Foundation, will speak about how the local philanthropy has been instrumental in building and strengthening Kansas communities and improving the health of all Kansans. Against this backdrop of enduring community partnerships, Chris Thompson from the Civic Collaboration Consultants will take the stage to discuss the growing importance of community foundations in building thriving communities.

Rapid economic and social changes are disrupting the quality of life and challenging the ability of many communities to thrive. Community foundations are a source of stability in volatile, uncertain times. And some community foundations are using that stability to help their communities adapt to disruptive change and learn to thrive again. Chris will highlight why we should prepare for even more complexity and disruption in the near future, and he will use a case study from Northeast Ohio to illustrate how a community foundation can help leaders from across the community to learn together and change together.

1:30–2:00  Resources Hall Networking with Exhibitors

2:00–3:00 Session 1

Community Engagement: Building Stronger Affiliate Committees and Better Grantmakers

Intermediate/Advanced

Corporate Hills Ballroom

Speakers: Elaine Brett, Jason Neises & Nancy Van Milligen

Track: Leadership

Moderator: Kari Mailloux

Our communities are filled with generous people, but most of them don’t know much about philanthropy. How can they learn about community needs and direct their charitable dollars toward the projects and causes that truly strengthen their town? People in small towns often think they “know everyone” and can speak on behalf of their friends and neighbors about what the community needs, but this isn’t usually true. Until they intentionally engage with people outside of their circles of friends & family, they often don’t see the complete picture of who lives in the town and what they care about. Investing in effective community engagement can help foundations learn more about their region, engage donors on a new level, and help people find causes they care about. We will provide field-tested tools for deeply engaging your community and turning stories about your assets & values into a roadmap for investing in your town’s future.

Reversing a Nightmare and Serving as “Keeper of the Dream”

Intermediate/Advanced

Atrium Room

Speaker: Vanessa Bechtel

Track: Legal

Moderator: Terri Johnson

As fiduciaries we are charged with meeting a higher standard of care. So, what do you do when you step into a fiduciary role and realize that things are terribly wrong? This is a story of protecting donor intent and honoring fiduciary responsibilities above all else. In the session we will discuss ethical pitfalls, legal issues, and the importance of National Standards.

Takeaways include:

  • Conducting an independent fiduciary review.
  • Self-reporting fiduciary violations to the Attorney General.
  • What is Directors & Officers (D&O) Insurance for anyway?
  • Rebuilding public trust and confidence if things go wrong.

Telling Your Story Through the Form 990

Intermediate/Advanced

Salon 1-2

Speaker: Patricia Jo Mayer

Track: Finance/Operations

Moderator: Tim Beaton

This presentation and discussion will explore how to look at the Form 990 through the eyes of stakeholders interested in the story of your organization’s return. The IRS Form 990 is a complex, comprehensive document and a valuable information-gathering tool for the IRS to confirm organizations are meeting their nonprofit requirements. It's also important to donors and rating agencies in assessing and reporting the health of organizations. Join the discussion as we delve into complexities of the form.

Destination Growth: A Roadmap for Driving Asset Development to the Next Level

Intermediate/Advanced

Rooms DE

Speakers: Neel Hajra & Shelley Strickland

Track: Asset Development/Sustainability

Moderator: Andrea Judd

Once you have development staff and some fundraising success underway, you have a choice to either use cruise control or move to the fast lane. This session focuses on shifting your asset-building into a higher gear while magnifying your community impact. It will be a fast-paced workshop that shares a methodical, real-world approach to enhancing your development operations. You’ll learn how to leverage the “fuel” you already have on hand: permanent funds, fundraising staff, access to information, and the patience to shift from good to great. This will all be presented in the form of a clear road map for intentional and targeted asset-building approaches and activities.

Review of Fund Agreements and Policies. Adoption Of Policies and Procedures and Following Thru with Their Implementation

Basic

Rooms AC

Speaker: Suzanne Friday

Track: Governance

Moderator: Rosemary Dorsa

*This session is sponsored by the Council on Foundations.

Suzanne Friday, Senior Counsel and Vice President of Legal Affairs at the Council on Foundations, will review and discuss the most common questions and issues related to the different fund types that community foundations may hold. Suzanne will also review the elements of a good fund agreement, and discuss the hows and whys of related policies such as scholarship policies and donor advised fund policies. A discussion of policy adoption and implementation will also be discussed.

Shared Services: The Good, the Bad, and the Ugly

Rural

Room F

Speaker: Jill Carpenter

Track: Finance/Operations

Moderator: Henry Bromelkamp 

Are you thinking of exploring a shared services model or just wanting to get an idea of what different models there are and what is involved? In this session, we’ll look at the shared services structure as a relationship, and explore the elemental qualities that can either create long-lasting happiness and cooperative partnerships between an organization and its affiliates or can potentially lead to power struggles, constant fighting, and breakups. We will take a closer look at the benefits, key success factors, complications, and barriers to success.

Spending Policy and Long-Term Sustainability-Matching Spending and Asset Allocation

Basic

Sedgwick

Speaker: William “Bill” Courson

Track: Finance/Operations

Moderator: Bill Hake

Community foundation spending policies specify the trade-offs between appropriately funding today’s beneficiaries and protecting endowment assets for tomorrow’s beneficiaries. Since community foundation staff, committee and board members maintain substantial portfolios to fund the needs of both future and current generations, it is important to establish a portfolio allocation and payout policy that properly balances these competing demands. Is your endowment portfolio positioned to keep pace with inflation and meet your spending needs? In this session, topics including risk profile, payout rate, payout calculation rate and asset allocation strategy will be discussed.  

3:00 – 3:15  Break

3:15 – 4:15  Session 2

The New Financial Reporting Standards – Implementation Made Easy!

Deeper Dive 3:15-5:30

Atrium Room

Speakers: Liz Dollar & Paul Velaski

Track: Finance/Operations

Moderator: Tim Beaton

Join us for a deeper dive into ASU 2016-14: Presentation of Financial Statements for Not-For-Profit Entities. We will explain the upcoming changes, provide example financial statements and disclosures, as well as insight and examples from selected community foundations who early adopted the new standard. You will leave with everything you need to make implementation a breeze.

Doubling Contributions through Strong Fiscal and Fiduciary Oversight

Basic

Salon 1-2

Speaker: Vanessa Bechtel

Track: Legal

Moderator: Holly Rooks

After confronting the insurmountable challenge of bringing the foundation into fiduciary compliance, donor contributions at VCCF increased by 214% in one calendar year and the trend continues. Come learn about fiduciary essentials for foundations, where we review the seven fiduciary precepts and the obligations of serving as an investment steward.

In this session you will:

  • Recognize fiduciary roles and responsibilities.
  • Know what it means to assume a fiduciary role.
  • Identify the expectations of a fiduciary.
  • Understand the importance of fiduciary excellence and adopting prudent processes. 

We will also discuss laws and oversight responsibility, including the Uniform Prudent Management of Institutional Funds Act (UPMIFA).

Increase Your Sustainability Through Better Fund Management

Deeper Dive 3:15-5:30

Corporate Hills Ballroom

Speakers: Dawn Brown & Rosemary Dorsa

Track: Asset Development/Sustainability

Moderator: Rosemary Dorsa

Do you really understand what drives your revenue and expenses? Many community foundations do not have a clear picture of the economics of their operations and how decisions made years earlier affect sustainability now. The first part of this session will cover the basic principles of understanding the costs of fund management and explore ideas for greater efficiency. The second part of the session will cover the journey of one foundation as it dramatically changed its operating approach using these principles and transitioned from an unsustainable situation to financial health. Participants will be provided with templates and tools they can use to analyze their sustainability and develop an action plan to take back to their foundation.

Radical Rural Economic Development: Strategies for Achieving Impact

Deeper Dive 3:15-5:30

Rooms DE

Speakers: Hrishue Mahalaha & Deb Markley

Track: Program

Moderator: Andrea Judd

Join this deep dive session to explore how one community foundation has embraced a fundamentally different approach to strategic planning in the region. You’ll hear why the foundation stepped into this role and the lessons learned from this and other applications of this experiment – what worked, what didn’t and how you may be able to apply these findings in your community to drive meaningful economic impact. Building on this experience and learning, the second part of this session will provide an opportunity to explore ways that foundations can apply the full range of their tools and assets in support of radical rural economic development. You’ll walk away with tools you can use back in your community and with ideas for the unique and important roles that foundations can play in economic development.

Grab Your Water Wings and Dip Into the Planned Giving Pool

Basic

Rooms AC

Speaker: Caryl Turnow

Track: Asset Development/Sustainability

Moderator: Shirley Antes

Learn how to develop a planned giving program with a small staff and very little resources. Explore what planned gifts to offer and how to provide great service to your donors.

Addressing Teacher Shortages In Rural States

Rural

Room F

Speakers: Judy Keusler, Julie Leeth & Julie Rhoads

Track: Leadership

Moderator: Lonnie Stieben

Current post-secondary initiatives will be outlined to demonstrate the collaborative efforts higher education and community foundations are making to recruit and retain teachers from within a community’s pool of resources. Utilizing high school pathways, scholarship programs and regional resources, districts have an opportunity to grow their own teachers and to expedite the path to becoming the teacher of record. Challenges still remain when assisting districts in growing their own teachers, but the potential for transformative change is possible.

Investing Early: Philanthropic Approaches to Maximizing Impact & Sustainability

Off-site Deeper Dive 3:15-5:30

Speakers: Eric Buchanan & Shannon Cotsoradis

Track: Program

Moderator: Kari Mailloux 

*This session is supported by the United Methodist Health Ministry Fund.

This session is off-site and participation is limited to the first 50 people who board the bus by 3:15pm. The return bus route will stop at the Wichita Art Museum Reception first before returning to the hotel.

Few things offer a greater return on investment than investments in our youngest children. This workshop will offer participants a deeper understanding of the benefits of investing in early childhood, share examples of investments – large and small – from Nebraska, and talk about important strategies for maximizing impact and achieving sustainability to ensure young children and communities continue to benefit from these investments for many years to come.

Foundant Technologies Client User Group

Basic

Sedgwick

Speaker: Bryan Geary

Track: Finance/Operations

Foundant would like to invite current users and anyone wanting to learn more about CommunitySuite, to gather for an hour of networking and learning at this User Group event. 

The event agenda includes:
-Foundant company update.
-Review and training on recent updates to CommunitySuite.
-Discussion of anticipated 3-6 month product road-map.

*This session is supported by Foundant Technologies.

4:154:30  Break

4:305:30  Session 3

The New Financial Reporting Standards–Implementation Made Easy!

Deeper Dive (continued) 3:15-5:30

Atrium Room

Speakers: Liz Dollar & Paul Velaski

Track: Finance/Operations

Moderator: Tim Beaton

Join us for a deep dive into ASU 2016-14: Presentation of Financial Statements for Not-For-Profit Entities. We will explain the upcoming changes, provide example financial statements and disclosures as well as insight and examples from selected community foundations who early adopted the new standard. You will leave with everything you need to make implementation a breeze.

Inspiring Youth Entrepreneurship

Rural

Salon 1-2

Speakers: Anne Dewvall & Sarah Carlson

Track: Leadership

Moderator: Lonnie Stieben

Our kids are our future. Why not help to support their understanding and knowledge around the world of business? Learn how to attract youth around what their future can hold and how their hometowns can be critical to their success. Entrepreneurship education seeks to prepare youth to be responsible, enterprising individuals, entrepreneurial thinkers and contributors to economic development and sustainable communities. Rather than studying from a textbook course, students can learn hands on real-life learning experiences with the opportunity to take risks, manage the results, and learn from the outcomes. Learn how to gain retention for your community, attract your youth for a future in their town and encourage your youth to follow their dreams.

Increase Your Sustainability Through Better Fund Management

Deeper Dive (continued) 3:15-5:30

Corporate Hills Ballroom

Speakers: Dawn Brown & Rosemary Dorsa

Track: Asset Development/Sustainability

Moderator: Rosemary Dorsa

Do you really understand what drives your revenue and expenses? Many community foundations do not have a clear picture of the economics of their operations and how decisions made years earlier affect sustainability now. The first part of this session will cover the basic principles of understanding the costs of fund management and explore ideas for greater efficiency. The second part of the session will cover the journey of one foundation as it dramatically changed its operating approach using these principles and transitioned from an unsustainable situation to financial health. Participants will be provided with templates and tools they can use to analyze their sustainability and develop an action plan to take back to their foundation.

Radical Rural Economic Development: Strategies for Achieving Impact

Deeper Dive (continued) 3:15-5:30

Rooms DE

Speakers: Hrishue Mahalaha & Deb Markley

Track: Program

Moderator: Andrea Judd 

Join this deep dive session to explore how one community foundation has embraced a fundamentally different approach to strategic planning in the region. You’ll hear why the foundation stepped into this role and the lessons learned from this and other applications of this experiment – what worked, what didn’t and how you may be able to apply these findings in your community to drive meaningful economic impact. Building on this experience and learning, the second part of this session will provide an opportunity to explore ways that foundations can apply the full range of their tools and assets in support of radical rural economic development. You’ll walk away with tools you can use back in your community and with ideas for the unique and important roles that foundations can play in economic development.

Social Impact Culture: What is the Data Trying to Tell You About Your Donor Engagement Strategies?

Intermediate/Advanced

Rooms AC

Speaker: Ann-Marie Harrington

Track: Communications/Marketing

Moderator: Holly Rooks 

Community foundations are facing a fork in the road: embrace the realities of contemporary philanthropy by learning more about your donors’ mindset or continue to rely on traditional relationship-building techniques? Ann-Marie Harrington will lead a discussion on the changing behaviors and expectations of donors in the new work-life-community paradigm. She will describe research and data points behind the emergence of today's social impact culture and what it means for online donor engagement and donor satisfaction. Ann-Marie will dig into the drivers for creating authentic social engagement in a marketplace where everything has changed about how messages resonate with donors. She will also touch on demographic trends in online giving with a focus on the growing popularity of donor-advised funds, as well as the extreme demands on philanthropy professionals for relevant content to reach their audiences.

Role of Community Foundations in Health

Basic

Room F

Speakers: Carlie Houchen, Jessica Martin & Jeff Usher

Track: Leadership

Moderator: Brenda Scooter

Did you know that the investments your community foundation makes in things like education, workforce and economic development can impact health? Join our session to learn how! This session will feature a conversation about how community foundations can make investments in issues that communities care about in a way that has a double-benefit to health as well. The presentation will include strategies and examples of community foundations working within donor and community interests to make investments with impact on health, housing, transportation, economic development and more.

Investing Early: Philanthropic Approaches to Maximizing Impact & Sustainability

Off-site Deeper Dive (continued) 3:15-5:30

Speakers: Shannon Cotsoradis & Eric Buchanan

Track: Program

Moderator: Kari Mailloux

*This session is supported by the United Methodist Health Ministry Fund.

This session is off-site and participation is limited to the first 50 people who board the bus by 3:15pm. The return bus route will stop at the Wichita Art Museum Reception first before returning to the hotel.

Few things offer a greater return on investment than investments in our youngest children. This workshop will offer participants a deeper understanding of the benefits of investing in early childhood, share examples of investments – large and small – from Nebraska, and talk about important strategies for maximizing impact and achieving sustainability to ensure young children and communities continue to benefit from these investments for many years to come.

The Lawyer Is In: Legal Consultations (Sign Up At the Conference Registration Desk – space is limited)

All levels

Sedgwick

Speaker: Suzanne Friday

*This session is supported by the Council on Foundations.

Sign up for a one-on-one session with Suzanne Friday, Senior Counsel and Vice President of Legal Affairs at the Council on Foundations, to discuss individual legal questions related to your foundation and its operations.

6:00–9:00  Wichita Art Museum Reception 

* The Reception is supported by the Kansas Health Foundation.

Join us for an evening of engaging conversations and celebration of community philanthropy. A shuttle bus will provide transportation between the hotel and the Wichita Art Museum. Individuals will enjoy refreshments followed by an opportunity to explore the art museum. Preregistration is required.